AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.8B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.2M
3
+$15.6M
4
AWK icon
American Water Works
AWK
+$15M
5
XOM icon
Exxon Mobil
XOM
+$14.9M

Top Sells

1
+$21.6M
2
+$12.3M
3
+$11.1M
4
SNDK
SANDISK CORP
SNDK
+$7.05M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$6.87M

Sector Composition

1 Financials 16.06%
2 Healthcare 14.21%
3 Technology 14.15%
4 Consumer Staples 9.51%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$1.25M 0.01%
57,241
-26,971
977
$1.25M 0.01%
45,253
+13,184
978
$1.25M 0.01%
37,616
+676
979
$1.25M 0.01%
24,649
+448
980
$1.24M 0.01%
30,979
+9,215
981
$1.24M 0.01%
15,621
+829
982
$1.24M 0.01%
23,464
-1,316
983
$1.23M 0.01%
237,237
-35,737
984
$1.23M 0.01%
70,730
-48,558
985
$1.23M 0.01%
22,653
+481
986
$1.23M 0.01%
208,054
+24,970
987
$1.22M 0.01%
112,511
+5,748
988
$1.22M 0.01%
25,708
-1,199
989
$1.21M 0.01%
25,500
+4,875
990
$1.21M 0.01%
49,743
+4,749
991
$1.21M 0.01%
26,723
+79
992
$1.21M 0.01%
2,407
+436
993
$1.21M 0.01%
24,541
+733
994
$1.21M 0.01%
434
+13
995
$1.2M 0.01%
101,132
-51,100
996
$1.2M 0.01%
71,031
+36,819
997
$1.18M 0.01%
33,786
+4,203
998
$1.18M 0.01%
33,801
+22,456
999
$1.18M 0.01%
19,940
+2,337
1000
$1.17M 0.01%
33,040
+3,782
38 39
40
41 42